Financial Advisor - Mutual Funds Investment Specialist, Credential Asset Management Inc.
A wife and mom of two active kids, Stacey finds time between dance recitals and soccer games to relax and travel with her family on the weekends. When she is not with her family, you can find Stacey on the golf course working on her short game. Stacey joined the OPPA Credit Union in May 2017and brings with her a background in Financial Planning. She is experienced in helping identify short and long term goals and developing strategies to achieve them. As a Chartered Life Underwriter (CLU) and FPSC Level 1® Certificant in Financial Planning, Stacey specializes in Wealth Accumulation & Preservation, Estate Planning and Tax Planning. Stacey believes that everyone deserves the opportunity to work with an Advisor, whether you’re financially established or just beginning your financial story. When life changes, so does your plan.